*All Introductory Meetings Complimentary
A customized portfolio management solution for individuals with investments that they would like professionally managed. You can transfer your 401(k), IRAs, or investment accounts to be professionally monitored and managed by Kane Financial.
Utilizing a fee based investment management approach, the revenues of the firm are directly tied to the performance of client portfolios.
1.00% on the first $500,000 of household assets.
0.75% on household assets between $500,000 and $1,000,000
0.50% on household assets over $1,000,000
A solution for individuals without investable assets but with ongoing financial planning needs. These include saving for a child’s education, tax planning, 401(k) investment help, insurance review, cash flow analysis, debt management, estate planning, and any other financial planning related items.
A solution for individuals with one-time planning needs. Following an complimentary introductory meeting, I can provide the exact financial planning you need for an hourly cost. These services could include but are not limited to: